Articles in this section
Access CRM data offline via Vtiger 360
Accessing your Vtiger CRM data via OData feed
Calendar View
Capturing Emotional Journeys
Closed States
Customer Touchpoints
Customizer
Desktop Notification overview
Exporting Data from Vtiger CRM
Vtiger Feature Limits
Glossary
How do I scan a Business Card in Vtiger 360 mobile App
IP Based Restriction
Introduction to Kanban View
Merging Duplicates in Summary View
Migration Timeframe and Process
One View: Introduction
Overview of Permission Usecases
Performing Global Search
Rest API Manual
Managing your Vtiger CRM Subscriptions & Billing
Vtiger 360 for Field Sales
Vtiger 360 Mobile App
Contact Roles
What are Record-Level Analytics
What are Sticky Notes
Whitelisting Vtiger to Configure Gmail Inbox
What is Quick Create
Using Grid Edit in Vtiger CRM
Built-in Phone Dialer in the CRM with Plivo and Twilio
Summary View
QR Code in Vtiger CRM
Internal Chat
Details View
Vtiger SAML application in Microsoft Entra ID
Understanding Email Bounces and Error Codes
Embedding a Video URL
Course Completion Certificates
Customizing a Course Category
Applicable Taxes for Vtiger Billing
Make the leap from Spreadsheets
B
Bindu Rekha Babu
21 Sep, 2020 - Updated
4 years ago
Table of Contents
Congratulations! By signing up for a Vtiger, you have made the leap from spreadsheets to a smarter & modern sales system
As salespersons, we all started off with spreadsheets, and you might still be using one.
Why do we love spreadsheets?
- Reason #1: Freedom to do anything - add cells, get charts, make it look the way you want it to look
- Reason #2: Ownership - The data is in our control - no one can change it (unless you share it)
What are the challenges with spreadsheets?
Spreadsheets are good if you you just need to track phone numbers and email addresses of your customers. But, if you need to build better relationships with customers, you have to start knowing them better, and that means you need have to gather this data.
- Spreadsheets are static - You cannot capture a customer in a row or some rows.
- A CRM is dynamic.. Calls get logged automatically, Emails get attached, Activity on Emails (opens, clicks) is tracked, Website visits could be registered.
- Spreadsheets aren’t designed for collaboration
- If you are working together on a opportunity, sharing notes and getting feedback is clumsy at best on a spreadsheet. We all are used to much better communication tools in our personal lives (Whatsapp, Facebook). So, why are we still communicating in spreadsheets?
- Documents, Comments, Images
- Relationships and Reporting - Spreadsheets aren’t built to track relationships. A customer could be linked to an opportunity or product or a case or a phone call or a document.
- Reporting - Spreadsheets can’t give the insights that sophisticated CRMs can. Which salesperson is doing better? Which Email templates are having good open rates? Which agents are handling more support queries and getting good feeback?
- Social - Poor spreadsheets aren’t plugged in to Social networks. A good CRM system is social and will make you social
Sales Gyan Zone
- Confessions of an Excel addict (Fortune Magazine)
Was this article helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment